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MQS Management LLC

Q1 2026 · 13F-HR

MQS Management LLCholdings as filed

Filed 2026-04-23 · accession 0001420506-26-000721

$148.0M
Reported value
366
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
053015103ADPAUTOMATIC DATA PROCESSING IN$1.2M0.81%5,909CommonSOLE
56585A102MPCMARATHON PETE CORP$1.2M0.79%4,802CommonSOLE
20825C104COPCONOCOPHILLIPS$1.1M0.73%8,197CommonSOLE
088606108BHPBHP BILLITON LIMITED$1.1M0.73%14,771CommonSOLE
166764100CVXCHEVRON CORPORATION$1.0M0.71%5,051CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$1.0M0.69%6,287CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$988,4590.67%992CommonSOLE
85254J102STAGSTAG INDUSTRIAL INC$967,2010.65%26,822CommonSOLE
863667101SYKSTRYKER CORPORATION$967,0400.65%2,943CommonSOLE
15135U109CVECENOVUS ENERGY INC$962,3490.65%36,274CommonSOLE
04010L103ARCCARES CAPITAL CORP$915,1460.62%50,785CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$914,5800.62%9,912CommonSOLE
67077M108NTRNUTRIEN LTD$902,0490.61%11,954CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$890,4170.60%4,279CommonSOLE
742718109PGPROCTER & GAMBLE CO$881,2280.60%6,101CommonSOLE
453038408IMOIMPERIAL OIL LTD$874,6630.59%6,686CommonSOLE
902653104UDRUDR INC$856,7960.58%25,364CommonSOLE
G5960L103MDTMEDTRONIC PLC$843,6240.57%9,736CommonSOLE
67066G104NVDANVIDIA CORPORATION$829,7950.56%4,758CommonSOLE
254687106DISDISNEY WALT CO$819,9050.55%8,507CommonSOLE
023608102AEEAMEREN CORP$810,9900.55%7,378CommonSOLE
436893200HOMBHOME BANCSHARES INC$796,7780.54%29,587CommonSOLE
437076102HDHOME DEPOT INC$782,7580.53%2,380CommonSOLE
65473P105NINISOURCE INC$779,1290.53%16,698CommonSOLE
235851102DHRDANAHER CORP DEL$779,0660.53%4,109CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$773,4290.52%1,614CommonSOLE
03073E105CORCENCORA INC$772,4700.52%2,459CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA NV$772,2960.52%11,133CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$770,9740.52%10,640CommonSOLE
29476L107EQREQUITY RESIDENTIAL$760,3730.51%12,855CommonSOLE
780087102RYROYAL BK CDA$745,1590.50%4,606CommonSOLE
064149107BNSBANK NOVA SCOTIA B C$734,2010.50%10,593CommonSOLE
40412C101HCAHCA HEALTHCARE INC$724,0570.49%1,530CommonSOLE
11120U105BRXBRIXMOR PPTY GROUP INC$723,2260.49%25,112CommonSOLE
576485205MTDRMATADOR RES CO$721,6420.49%11,422CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GROUP$703,8600.48%8,695CommonSOLE
756109104OREALTY INCOME CORP$701,2450.47%11,462CommonSOLE
931142103WMTWALMART INC$701,1880.47%5,642CommonSOLE
018802108LNTALLIANT ENERGY CORP$694,4930.47%9,678CommonSOLE
416515104HIGHARTFORD INSURANCE GROUP INC$692,2420.47%5,119CommonSOLE
74022D407PDSPRECISION DRILLING CORP$691,3580.47%7,026CommonSOLE
90278Q108UFPIUFP INDUSTRIES INC$688,4130.47%7,473CommonSOLE
H11356104BGBUNGE GLOBAL SA$682,3010.46%5,364CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$676,2010.46%4,348CommonSOLE
68235P108OGSONE GAS INC$675,2590.46%7,840CommonSOLE
233331107DTEDTE ENERGY CO$667,7870.45%4,567CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$657,7530.44%2,527CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$654,5340.44%3,509CommonSOLE
574599106MASMASCO CORP$643,7860.44%10,664CommonSOLE
457187102INGRINGREDION INC$643,4010.43%5,711CommonSOLE
278865100ECLECOLAB INC$641,3740.43%2,411CommonSOLE
570535104MKLMARKEL GROUP INC$641,2130.43%335CommonSOLE
06652V208BANRBANNER CORP$633,1960.43%10,435CommonSOLE
92338C103VLTOVERALTO CORP$628,9310.43%7,113CommonSOLE
920253101VMIVALMONT INDS INC$628,5240.42%1,573CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$614,7270.42%10,020CommonSOLE
942749102WTSWATTS WATER TECHNOLOGIES INC$612,5120.41%2,110CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$612,0850.41%4,305CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$609,0080.41%5,734CommonSOLE
62955J103NOVNOV INC$606,7170.41%32,255CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$604,1890.41%34,368CommonSOLE
133131102CPTCAMDEN PPTY TR$603,6360.41%6,181CommonSOLE
316500107FDUSFIDUS INVT CORP$603,2020.41%34,627CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N V$593,1390.40%3,013CommonSOLE
749685103RPMRPM INTL INC$589,9390.40%5,935CommonSOLE
392709101GRBKGREEN BRICK PARTNERS INC$589,6530.40%9,149CommonSOLE
432748101HTHHILLTOP HLDGS INC$589,3460.40%16,453CommonSOLE
701094104PHPARKER-HANNIFIN CORP$584,5920.40%653CommonSOLE
23345M107DTMDT MIDSTREAM INC$580,8320.39%4,313CommonSOLE
12326C105BFSTBUSINESS FIRST BANCSHARES IN$578,5750.39%21,397CommonSOLE
759509102RSRELIANCE INC$575,9280.39%1,895CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$575,6780.39%3,486CommonSOLE
G3198U102ESNTESSENT GROUP LTD$568,6210.38%9,730CommonSOLE
G02602103DOXAMDOCS LTD$564,5640.38%8,651CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$549,1860.37%19,670CommonSOLE
14174T107CTRECARETRUST REIT INC$548,7970.37%14,974CommonSOLE
670346105NUENUCOR CORP$548,3910.37%3,243CommonSOLE
829073105SSDSIMPSON MFG INC$548,1540.37%3,194CommonSOLE
032654105ADIANALOG DEVICES INC$547,8370.37%1,722CommonSOLE
30257X104FBKFB FINL CORP$547,1880.37%10,535CommonSOLE
580135101MCDMCDONALDS CORP$545,1260.37%1,754CommonSOLE
872540109TJXTJX COS INC NEW$535,7940.36%3,355CommonSOLE
31428X106FDXFEDEX CORP$534,9820.36%1,502CommonSOLE
784117103SEICSEI INVTS CO$531,0060.36%6,767CommonSOLE
896095106TCBKTRICO BANCSHARES$530,2140.36%11,153CommonSOLE
894164102TNLTRAVEL PLUS LEISURE CO$528,8190.36%7,643CommonSOLE
042735100ARWARROW ELECTRS INC$522,2990.35%3,642CommonSOLE
26884U109EPREPR PPTYS$517,9350.35%10,367CommonSOLE
004239109AKRACADIA RLTY TR$517,5980.35%27,071CommonSOLE
03820C105AITAPPLIED INDL TECHNOLOGIES IN$516,3130.35%1,946CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$512,6210.35%1,112CommonSOLE
001055102AFLAFLAC INC$512,2360.35%4,669CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$511,5630.35%869CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$511,3140.35%846CommonSOLE
594918104MSFTMICROSOFT CORP$510,0940.34%1,378CommonSOLE
832696405SJMSMUCKER J M CO$506,5990.34%5,253CommonSOLE
71654V408PBRPETROLEO BRASILEIRO S A$504,3080.34%24,304CommonSOLE
827048109SLGNSILGAN HLDGS INC$498,4640.34%12,847CommonSOLE
025816109AXPAMERICAN EXPRESS CO$497,5800.34%1,645CommonSOLE
626717102MURMURPHY OIL CORP$492,9380.33%11,950CommonSOLE
200525103CBSHCOMMERCE BANCSHARES INC$492,6890.33%10,014CommonSOLE
962166104WYWEYERHAEUSER CO$492,0930.33%20,143CommonSOLE
71424F105PRPERMIAN RESOURCES CORP$491,3410.33%23,046CommonSOLE
680033107ONBOLD NATL BANCORP IND$490,8850.33%22,212CommonSOLE
89214P109TOWNTOWNEBANK PORTSMOUTH VA$489,8310.33%14,548CommonSOLE
891160509TDTORONTO DOMINION BK ONT$489,1310.33%5,242CommonSOLE
427096508HTGCHERCULES CAPITAL INC$480,3200.32%32,520CommonSOLE
G0176J109ALLEALLEGION PLC$474,0810.32%3,263CommonSOLE
70959W103PAGPENSKE AUTOMOTIVE GRP INC$473,8290.32%3,169CommonSOLE
92857W308VODVODAFONE GROUP PLC$473,4600.32%31,522CommonSOLE
844895102SWXSOUTHWEST GAS HLDGS INC$471,4320.32%5,425CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$470,2880.32%6,253CommonSOLE
526057104LENLENNAR CORP$468,6750.32%5,397CommonSOLE
867224107SUSUNCOR ENERGY INC NEW$462,2410.31%6,992CommonSOLE
45337C102INCYINCYTE CORP$457,1410.31%4,857CommonSOLE
512816109LAMRLAMAR ADVERTISING CO$456,8630.31%3,607CommonSOLE
92936U109WPCWP CAREY INC$456,5550.31%6,718CommonSOLE
03027X100AMTAMERICAN TOWER CORP$455,4390.31%2,639CommonSOLE
665859104NTRSNORTHERN TR CORP$449,9740.30%3,224CommonSOLE
201723103CMCCOMMERCIAL METALS CO$446,1660.30%7,263CommonSOLE
M46528101FROFRONTLINE PLC$443,3490.30%12,718CommonSOLE
654106103NKENIKE INC$441,5750.30%8,360CommonSOLE
62944T105NVRNVR INC$441,5190.30%67CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$438,4350.30%13,923CommonSOLE
816851109SRESEMPRA$438,4310.30%4,512CommonSOLE
950755108WERNWERNER ENTERPRISES INC$436,0620.29%14,827CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$435,8000.29%13,315CommonSOLE
G8726X106TNKTEEKAY TANKERS LTD$435,3740.29%5,938CommonSOLE
00187Y100APGAPI GROUP CORP$434,2120.29%10,716CommonSOLE
053332102AZOAUTOZONE INC$432,3560.29%128CommonSOLE
229663109CUBECUBESMART$430,3810.29%11,743CommonSOLE
257651109DCIDONALDSON INC$426,5570.29%5,026CommonSOLE
244199105DEDEERE & CO$424,1650.29%753CommonSOLE
05329W102ANAUTONATION INC$422,7380.29%2,165CommonSOLE
369550108GDGENERAL DYNAMICS CORP$421,4740.28%1,228CommonSOLE
060505104BACBANK AMERICA CORP$414,1800.28%8,496CommonSOLE
7591EP100RFREGIONS FINANCIAL CORP NEW$412,1210.28%15,778CommonSOLE
Y62132108NVGSNAVIGATOR HLDGS LTD$411,6710.28%21,297CommonSOLE
775711104ROLROLLINS INC$411,2040.28%7,699CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$408,5760.28%3,117CommonSOLE
655663102NDSNNORDSON CORP$402,8150.27%1,514CommonSOLE
76665T102REPXRILEY EXPLORATION PERMIAN IN$399,4560.27%10,959CommonSOLE
45167R104IEXIDEX CORP$398,4340.27%2,102CommonSOLE
831865209AOSSMITH A O CORP$397,0910.27%6,022CommonSOLE
126650100CVSCVS HEALTH CORP$396,5900.27%5,522CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$396,3640.27%2,508CommonSOLE
87724P106TMHCTAYLOR MORRISON HOME CORP$395,9740.27%6,799CommonSOLE
928881101VNTVONTIER CORPORATION$393,7520.27%11,101CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$390,4870.26%5,066CommonSOLE
00287Y109ABBVABBVIE INC$389,9600.26%1,793CommonSOLE
892331307TMTOYOTA MOTOR CORP$389,7160.26%1,891CommonSOLE
03076K108ABCBAMERIS BANCORP$389,6380.26%4,996CommonSOLE
06759L103BBDCBARINGS BDC INC$388,7440.26%47,235CommonSOLE
268150109DTDYNATRACE INC$383,7780.26%10,378CommonSOLE
423452101HPHELMERICH & PAYNE INC$380,8730.26%10,571CommonSOLE
053611109AVYAVERY DENNISON CORP$380,5870.26%2,204CommonSOLE
535555106LNNLINDSAY CORP$379,1190.26%3,184CommonSOLE
85571B105STWDSTARWOOD PPTY TR INC$372,2960.25%21,620CommonSOLE
78467J100SSNCSS&C TECH HLDGS$371,7700.25%5,502CommonSOLE
11135F101AVGOBROADCOM INC$371,7220.25%1,201CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$369,4800.25%1,271CommonSOLE
037833100AAPLAPPLE INC$367,2340.25%1,447CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$364,9820.25%2,555CommonSOLE
453838609IBCPINDEPENDENT BK CORP MICH$363,0030.25%10,901CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$361,6820.24%2,256CommonSOLE
27616P301DEAEASTERLY GOVT PPTYS INC$360,8600.24%16,839CommonSOLE
345370860FFORD MTR CO$358,8590.24%31,097CommonSOLE
816300107SIGISELECTIVE INS GROUP INC$358,7060.24%4,758CommonSOLE
871829107SYYSYSCO CORP$357,7910.24%5,016CommonSOLE
736508847PORPORTLAND GEN ELEC CO$357,4110.24%6,773CommonSOLE
147528103CASYCASEYS GEN STORES INC$355,9240.24%489CommonSOLE
637417106NNNNNN REIT INC$355,8260.24%8,466CommonSOLE
670837103OGEOGE ENERGY CORP$355,2400.24%7,407CommonSOLE
25243Q205DEODIAGEO PLC$355,1260.24%4,770CommonSOLE
48238T109OPLNOPENLANE INC$354,4640.24%12,160CommonSOLE
165303108CPKCHESAPEAKE UTILS CORP$354,2150.24%2,803CommonSOLE
127055101CBTCABOT CORP$350,3420.24%4,652CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$349,3430.24%1,782CommonSOLE
12504L109CBRECBRE GROUP INC$347,4550.23%2,565CommonSOLE
131428104CLMTCALUMET INC$345,7530.23%9,631CommonSOLE
00508Y102AYIACUITY INC$344,6710.23%1,230CommonSOLE
697900108PAASPAN AMERN SILVER CORP$337,2310.23%6,173CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$334,6610.23%1,692CommonSOLE
260557103DOWDOW HLDGS INC$330,8680.22%7,944CommonSOLE
559222401MGAMAGNA INTL INC$330,5070.22%5,922CommonSOLE
71377A103PFGCPERFORMANCE FOOD GROUP CO$330,4760.22%3,858CommonSOLE
36168Q104GFLGFL ENVIRONMENTAL INC$326,0420.22%7,815CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$325,5300.22%2,471CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$325,5230.22%3,231CommonSOLE
03168L105AMRXAMNEAL PHARMACEUTICALS INC$325,2430.22%26,166CommonSOLE
000957100ABMABM INDS INC$324,4540.22%8,423CommonSOLE
Y8162K204SBLKSTAR BULK CARRIERS CORP.$323,4410.22%14,081CommonSOLE
78709Y105SAIASAIA INC$323,1780.22%920CommonSOLE
50189K103LCIILCI INDS$322,5770.22%2,623CommonSOLE
458334109IPARINTERPARFUMS INC$322,2090.22%3,547CommonSOLE
866674104SUISUN CMNTYS INC$322,2060.22%2,558CommonSOLE
747525103QCOMQUALCOMM INC$320,7910.22%2,491CommonSOLE
12532H104GIBCGI INC$319,1550.22%4,366CommonSOLE
361448103GATXGATX CORP$318,6010.22%1,866CommonSOLE
G87052109TELTE CONNECTIVITY PLC$317,9190.21%1,521CommonSOLE
88579Y101MMM3M CO$316,7470.21%2,181CommonSOLE
G87110105FTITECHNIPFMC PLC$316,5460.21%4,579CommonSOLE
88160R101TSLATESLA INC$315,2440.21%848CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$314,0070.21%3,814CommonSOLE
98419M100XYLXYLEM INC$313,9260.21%2,627CommonSOLE
256677105DGDOLLAR GEN CORP$313,5660.21%2,641CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$313,3650.21%2,286CommonSOLE
668771108GENGEN DIGITAL INC$312,2390.21%16,582CommonSOLE
72147K108PPCPILGRIMS PRIDE CORP$312,2370.21%8,269CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$312,1700.21%369CommonSOLE
64828T201RITMRITHM CAPITAL CORP$311,8350.21%32,894CommonSOLE
387432107GRNTGRANITE RIDGE RESOURCES INC$311,0980.21%52,998CommonSOLE
806407102HSICSCHEIN HENRY INC$310,4240.21%4,212CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$309,9090.21%3,056CommonSOLE
75700L108RRRRED ROCK RESORTS INC$309,8080.21%5,806CommonSOLE
902788108UMBFUMB FINL CORP$309,3830.21%2,743CommonSOLE
693718108PCARPACCAR INC$309,0780.21%2,676CommonSOLE
91347P105OLEDUNIVERSAL DISPLAY CORP$308,8030.21%3,369CommonSOLE
001084102AGCOAGCO CORP$308,7940.21%2,665CommonSOLE
101121101BXPBXP INC$307,1440.21%5,918CommonSOLE
25960R105PLOWDOUGLAS DYNAMICS INC$305,9940.21%7,270CommonSOLE
69007J304OUTOUTFRONT MEDIA INC$304,3790.21%11,486CommonSOLE
891092108TTCTORO CO$304,0540.21%3,254CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$303,8910.21%14,056CommonSOLE
56501R106MFCMANULIFE FINL CORP$300,7650.20%8,733CommonSOLE
88023U101SGISOMNIGROUP INTERNATIONAL INC$300,2630.20%4,062CommonSOLE
04621X108AIZASSURANT INC$298,8350.20%1,372CommonSOLE
077454106BDCBELDEN INC$298,4430.20%2,599CommonSOLE
617446448MSMORGAN STANLEY$297,7070.20%1,809CommonSOLE
504922105LHLABCORP HOLDINGS INC$296,4260.20%1,111CommonSOLE
59156R108METMETLIFE INC$295,8920.20%4,184CommonSOLE
83012A109TSLXSIXTH STREET SPECIALTY LENDI$295,1640.20%16,059CommonSOLE
893641100TDGTRANSDIGM GROUP INC$293,2170.20%253CommonSOLE
571903202MARMARRIOTT INTL INC NEW$292,7280.20%895CommonSOLE
110448107BTIBRITISH AMERN TOB PLC$292,4080.20%5,001CommonSOLE
92826C839VVISA INC$290,7550.20%962CommonSOLE
68268W103OMFONEMAIN HLDGS INC$288,9530.20%5,402CommonSOLE
043436104ABGASBURY AUTOMOTIVE GROUP INC$287,8390.19%1,473CommonSOLE
885160101THOTHOR INDS INC$286,8050.19%3,590CommonSOLE
29460X109EQBKEQUITY BANCSHARES INC$286,4000.19%6,449CommonSOLE
87971M103TUTELUS CORPORATION$284,8770.19%22,204CommonSOLE
440452100HRLHORMEL FOODS CORP$283,7820.19%12,529CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$282,7970.19%788CommonSOLE
25746U109DDOMINION ENERGY INC$282,5170.19%4,570CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLNS CORP$281,4160.19%6,276CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$281,1250.19%1,541CommonSOLE
896239100TRMBTRIMBLE INC$280,4240.19%4,299CommonSOLE
76171L106REYNREYNOLDS CONSUMER PRODS INC$280,4020.19%13,239CommonSOLE
09290D101BLKBLACKROCK INC$279,8580.19%291CommonSOLE
59522J103MAAMID-AMER APT CMNTYS INC$279,5330.19%2,289CommonSOLE
675234108OCFCOCEANFIRST FINL CORP$278,6640.19%15,447CommonSOLE
457651107INVXINNOVEX INTERNATIONAL INC$277,5830.19%11,381CommonSOLE
N07059210ASMLASML HLDG NV$277,3740.19%210CommonSOLE
860630102SFSTIFEL FINL CORP$277,1260.19%3,749CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$277,0170.19%911CommonSOLE
98389B100XELXCEL ENERGY INC$276,9280.19%3,486CommonSOLE
532457108LLYELI LILLY & CO$275,9310.19%300CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$275,4630.19%3,232CommonSOLE
92556V106VTRSVIATRIS INC$275,1450.19%20,366CommonSOLE
04316A108APAMARTISAN PARTNERS ASSET MGMT$275,0360.19%7,558CommonSOLE
02376R102AALAMERICAN AIRLINES GROUP INC$271,0560.18%25,238CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$271,0470.18%1,872CommonSOLE
45768S105IOSPINNOSPEC INC$267,3990.18%3,662CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$265,8240.18%966CommonSOLE
925652109VICIVICI PPTYS INC$262,4630.18%9,607CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$262,2980.18%3,306CommonSOLE
00090Q103ADTADT INC DEL$261,5650.18%39,812CommonSOLE
25659T107DLBDOLBY LABORATORIES INC$261,1410.18%4,348CommonSOLE
05368V106AVNTAVIENT CORPORATION$259,1820.18%7,140CommonSOLE
05465C100AXAXOS FINANCIAL INC$258,6740.17%3,040CommonSOLE
713448108PEPPEPSICO INC$257,4710.17%1,658CommonSOLE
189054109CLXCLOROX CO DEL$252,5460.17%2,437CommonSOLE
74727A104QCRHQCR HLDGS INC$252,5050.17%2,955CommonSOLE
297602104ETDETHAN ALLEN INTERIORS INC$250,8700.17%11,270CommonSOLE
025932104AFGAMERICAN FINANCIAL GROUP INC$250,8220.17%1,964CommonSOLE
12514G108CDWCDW CORP$249,9060.17%2,065CommonSOLE
117043109BCBRUNSWICK CORP$248,4750.17%3,415CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$248,0980.17%1,892CommonSOLE
74736K101QRVOQORVO INC$247,4480.17%3,197CommonSOLE
29084Q100EMEEMCOR GROUP INC$247,3340.17%335CommonSOLE
747316107KWRQUAKER HOUGHTON$245,8510.17%1,979CommonSOLE
12572Q105CMECME GROUP INC$245,1400.17%830CommonSOLE
104674106BRCBRADY CORP$244,5320.17%3,010CommonSOLE
422806109HEIHEICO CORP NEW$244,0380.16%890CommonSOLE
872280102CGBDCARLYLE SECURED LENDING INC$243,7760.16%22,283CommonSOLE
25754A201DPZDOMINOS PIZZA INC$243,6180.16%679CommonSOLE
04247X102AWIARMSTRONG WORLD INDS INC NEW$242,9150.16%1,474CommonSOLE
30040W108ESEVERSOURCE ENERGY$242,8260.16%3,505CommonSOLE
624580106MOVMOVADO GROUP INC$242,5880.16%9,934CommonSOLE
929160109VMCVULCAN MATLS CO$242,3470.16%890CommonSOLE
039653100ACAARCOSA INC$242,3180.16%2,283CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$241,1910.16%1,034CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$241,0690.16%1,153CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$238,7020.16%2,580CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP$237,4090.16%858CommonSOLE
G0750C108AXTAAXALTA COATING SYS LTD$236,5580.16%8,540CommonSOLE
872590104TMUST-MOBILE US INC$234,1830.16%1,115CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$233,8380.16%2,579CommonSOLE
D18190898DBDEUTSCHE BK AG$233,8030.16%7,851CommonSOLE
124411109BYBYLINE BANCORP INC$233,3650.16%7,392CommonSOLE
36467J108GLPIGAMING & LEISURE P$232,0110.16%5,229CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$231,9410.16%2,520CommonSOLE
608190104MHKMOHAWK INDS INC$231,8730.16%2,355CommonSOLE
87157D109SYNASYNAPTICS INC$231,8320.16%3,310CommonSOLE
413160102HLITHARMONIC INC$228,9360.15%25,494CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$228,8500.15%5,362CommonSOLE
74319R101PRGPROG HOLDINGS INC$226,7080.15%7,902CommonSOLE
649604840ADAMADAMAS TRUST INC.$224,9290.15%30,561CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$224,8380.15%291CommonSOLE
647551100NMFCNEW MTN FIN CORP$224,2330.15%28,896CommonSOLE
128030202CALMCAL MAINE FOODS INC$222,8860.15%2,816CommonSOLE
006739106ADUSADDUS HOMECARE CORP$222,7000.15%2,378CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$222,0580.15%5,145CommonSOLE
512807306LRCXLAM RESEARCH CORP$221,1380.15%1,035CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$220,2000.15%666CommonSOLE
410120109HWCHANCOCK WHITNEY CORPORATION$217,3510.15%3,418CommonSOLE
03783C100APPFAPPFOLIO INC$217,0020.15%1,375CommonSOLE
806037107SCSCSCANSOURCE INC$215,5860.15%5,939CommonSOLE
64115T104NTCTNETSCOUT SYS INC$215,4410.15%6,777CommonSOLE
71880K101PHINPHINIA INC$214,6960.15%3,137CommonSOLE
30214U102EXPOEXPONENT INC$214,6720.15%3,290CommonSOLE
G8473T100STESTERIS PLC$214,2750.14%969CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$213,8420.14%1,493CommonSOLE
127203107WHDCACTUS INC$212,5490.14%4,487CommonSOLE
553498106MSAMSA SAFETY INC$212,3150.14%1,295CommonSOLE
761152107RMDRESMED INC$211,4600.14%942CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$211,1250.14%4,818CommonSOLE
909907107UBSIUNITED BANKSHARES INC WEST V$210,9930.14%5,094CommonSOLE
G69451105PAXPATRIA INVESTMENTS LIMITED$210,3700.14%16,696CommonSOLE
70432V102PAYCPAYCOM SOFTWARE INC$210,2640.14%1,730CommonSOLE
64361Q101VNOMVIPER ENERGY INC$208,4950.14%4,437CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$207,8640.14%1,421CommonSOLE
466313103JBLJABIL INC$206,3950.14%777CommonSOLE
48662X105KBDCKAYNE ANDERSON BDC INC$204,3730.14%14,896CommonSOLE
30303M102METAMETA PLATFORMS INC$204,2500.14%357CommonSOLE
69331C108PCGPG&E CORP$203,7240.14%11,595CommonSOLE
90384S303ULTAULTA BEAUTY INC$202,8110.14%388CommonSOLE
718172109PMPHILIP MORRIS INTL INC$202,7070.14%1,226CommonSOLE
277432100EMNEASTMAN CHEM CO$202,1720.14%2,649CommonSOLE
651718504NPKINPK INTERNATIONAL INC$201,9620.14%13,938CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$201,7130.14%12,889CommonSOLE
04956D107ATMUATMUS FILTRATION TECHNOLOGIE$201,6470.14%3,552CommonSOLE
H42097107UBSUBS GROUP AG$200,8590.14%5,141CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$200,0680.14%1,874CommonSOLE
441593100HLIHOULIHAN LOKEY INC$200,0630.14%1,393CommonSOLE
343498101FLOFLOWERS FOODS INC$186,6350.13%22,900CommonSOLE
256135203RDYDR REDDYS LABS LTD$185,4790.13%13,392CommonSOLE
05990K106BANCBANC OF CALIFORNIA INC$181,8830.12%10,346CommonSOLE
67401P405OCSLOAKTREE SPECIALTY LENDING$181,6590.12%16,076CommonSOLE
502160104LXULSB INDS INC$172,1550.12%11,554CommonSOLE
09228F103BBBLACKBERRY LTD$154,5840.10%47,711CommonSOLE
00123Q104AGNCAGNC INVT CORP$143,0580.10%14,263CommonSOLE
H8817H100RIGTRANSOCEAN LTD$131,2610.09%19,798CommonSOLE
04035M102ARHSARHAUS INC$106,8800.07%15,764CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$104,7050.07%18,434CommonSOLE
65535H208NMRNOMURA HLDGS INC$96,8260.07%12,272CommonSOLE
071734107BHCBAUSCH HEALTH COS INC$94,4570.06%17,492CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$90,2220.06%15,037CommonSOLE
83304A106SNAPSNAP INC$77,4820.05%16,844CommonSOLE
64049M209NEONEOGENOMICS INC$75,3500.05%10,155CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$71,2700.05%11,918CommonSOLE
03945R102ACHRARCHER AVIATION INC$58,0440.04%11,227CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC$54,9760.04%12,815CommonSOLE
75321W103PACKRANPAK HOLDINGS CORP$46,8130.03%13,113CommonSOLE
75629V104RXRXRECURSION PHARMACEUTICALS IN$41,1350.03%13,399CommonSOLE
46333X108IRWDIRONWOOD PHARMACEUTICALS INC$40,1930.03%11,451CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.